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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,201 | $45,022-86.2% | $85,126-92.7% | $77,714-92.0% |
| Participation rate | 82.2% | 48.7%+33.5pp | 67.5%+14.7pp | 70.6%+11.6pp |
| Annual return | 150.52% | 79.38%+71.1pp | 66.63%+83.9pp | 31.26%+119.3pp |
| Employer contribution / active EE | $1,645 | $1,610+2.2% | $2,731-39.8% | $2,727-39.7% |
| Participant deferral / active EE | $2,226 | $2,811-20.8% | $4,523-50.8% | $4,649-52.1% |
| Admin fee / account holder | $378 | $913-58.6% | $6,160-93.9% | $433-12.7% |